Net Worth  
Determining your net worth will give you an accurate picture of your financial situation. One important tool is a balance sheet, which summarizes your assets and liabilities and reveals your net worth. This calculator was designed to help you get a handle on your current financial situation.
     
Assets:
(In the spaces below, write down the present value for the items you own.)

Home

$

Furnishings

$

Automobiles

$

Jewelry and other valuables

$

Investments (stocks, bonds, CDs, real estate)

$

Bank account balances

$


Liabilities:
(Write down the amount you still owe on loans and other debts.)

Mortgage balance

$

Automobile loans

$

Bank loans

$

Personal loans

$

Credit card balances

$

Other debts

$
 
   
   
Vest Benefit Solutions
2542 Sunrise Drive


P.O. Box 218		 • Barnhart, MO • 63012
Phone: 636-475-5600


Toll free 866-980-5600		 • Fax: 314-754-8142
• rick@rickvest.com

Richard S. Vest  offers securities and advisory services through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of Missouri, Illinois, Iowa and Nevada. No offers may be made or accepted from any resident outside the specific states referenced.
 

Insurance placed through the Blue Chip Consortium, LLC.  Vest Benefit Solutions and Blue Chip Consortium, LLC are independent of Royal Alliance Associates.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.